Dashboard
Your at-a-glance overview of contacts, opportunities, conversations, and revenue.
The Dashboard is the first screen you see when you log in. It gives you a high-level snapshot of your business - key numbers, recent activity, and shortcuts to common actions - so you can orient yourself quickly without digging through individual modules.
Overview
The dashboard is organized into action cards and running-total tiles across the top, a today's-appointments list, and a recent activity feed. Everything updates in real time, so the numbers you see always reflect the current state of your sub-account.
KPI Cards
A row of action cards across the top highlights what needs your attention right now:
| Card | What It Shows |
|---|---|
| New Leads Today | Contacts created today |
| Unresponded | Conversations still awaiting a reply |
| Today's Appointments | Appointments scheduled for today |
| Needs Follow-up | Contacts and deals flagged for follow-up |
| Reviews to Request | Customers eligible for a review request |
| Overdue Invoices | Invoices past their due date |
Below these, a set of running-total tiles shows your overall numbers: Total Contacts, Total Conversations, Total Appointments, and Won This Month.
Recent Activity
Below the KPI cards, the recent activity feed shows the latest events across your account:
- New contacts created
- Opportunities opened, moved, won, or lost
- Messages received
- Appointments booked
- Tasks completed
Click any activity item to jump directly to the related record - the contact, opportunity, conversation, or appointment.
Today's Appointments
A dedicated panel lists the appointments scheduled for today, each with its time, the contact, and its status, so you can see your day at a glance and jump straight into any booking.
Date Range Filtering
Use the date range selector at the top of the dashboard to control the time period for the activity feed and trend charts. Preset options include:
- Today
- This week
- This month
- This quarter
- This year
- Custom date range
When you change the date range, the activity feed and trend charts update to show events and metrics for the selected period.
Summary
| Feature | Detail |
|---|---|
| KPI cards | Action cards (new leads, unresponded, today's appointments, follow-ups, reviews to request, overdue invoices) plus running-total tiles |
| Activity feed | Real-time log of recent events across all modules |
| Today's appointments | Panel listing the day's bookings with time, contact, and status |
| Date range | Preset and custom date ranges for filtering all dashboard data |